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Portfolio (Quarterly) Guide ↗

Cynosure Group, LLC

· CIK 0001763409
13F Portfolio $800M AUM 292 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New 18 Added 57 Reduced 282 Exited
Page 8 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 MCK MCKESSON CORP Healthcare 568 $466K 0.05% SOLD
142 RS RELIANCE INC Basic Materials 1,610 $465K 0.05% SOLD
143 HESM HESS MIDSTREAM LP Energy 13,449 $464K 0.05% SOLD
144 PM PHILIP MORRIS INTL INC Consumer Defensive 2,891 $464K 0.05% SOLD
145 CBOE CBOE GLOBAL MKTS INC Financial Services 1,845 $463K 0.05% SOLD
146 FMC FMC CORP Basic Materials 33,299 $462K 0.05% SOLD
147 DHI D R HORTON INC Consumer Cyclical 3,204 $461K 0.05% SOLD
148 BERKSHIRE HATHAWAY INC DEL 917 $461K 0.05% SOLD
149 CENCORA INC 1,362 $460K 0.05% SOLD
150 CG CARLYLE GROUP INC Financial Services 7,770 $459K 0.05% SOLD
151 UNM UNUM GROUP Financial Services 5,912 $458K 0.05% SOLD
152 BLK BLACKROCK INC Financial Services 428 $458K 0.05% SOLD
153 ETN EATON CORP PLC Industrials 1,433 $456K 0.05% SOLD
154 AN AUTONATION INC Consumer Cyclical 2,210 $456K 0.05% SOLD
155 SNA SNAP ON INC Industrials 1,324 $456K 0.05% SOLD
156 AMP AMERIPRISE FINL INC Financial Services 926 $454K 0.05% SOLD
157 GEN GEN DIGITAL INC Technology 16,698 $454K 0.05% SOLD
158 FICO FAIR ISAAC CORP Technology 268 $453K 0.05% SOLD
159 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,049 $453K 0.05% SOLD
160 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,602 $452K 0.05% SOLD
Page 8 of 15  ·  282 positions
Sector Allocation
Financial Services 54.9%
Industrials 16.0%
Technology 14.4%
Healthcare 4.4%
Utilities 3.7%
Consumer Cyclical 2.7%
Communication Services 2.2%
Consumer Defensive 1.1%
Basic Materials 0.3%
Energy 0.2%